CRM Collaboration – Microsoft, Accenture and Avanade team up to deliver value for customers

Accenture, Avanade and Microsoft are collaborating to create compelling CRM solutions for the financial services industry on Microsoft technology. For more than 10 years, we have delivered business and technology solutions to help our customers create more efficient and effective IT infrastructure, enable global collaboration, and develop and manage applications. One area in which we are powerhouse players is in the customer relationship management (CRM) space, helping companies build strong customer relationships and achieve extraordinary business value.

By combining our powers, we're leveraging CRMx3, adaptable and customizable solutions built on the Microsoft Dynamics CRM, enabling organizations to better engage customers and strengthen relationships across multiple channels through improved business intelligence and process automation. By applying invaluable industry insights and business knowledge, we can offer our customers exceptional CRM solutions designed for their specific needs.  

For the financial services industry in particular, we have created two CRM solutions – CRM for Insurance and CRM for Wealth Management – that are built on Microsoft Dynamics CRM and that leverage SharePoint Server for reporting and collaboration. These solutions have broad market relevance and are being delivered to clients across the insurance, banking and capital market sectors around the globe. Since the beginning of January, 2010, we have engaged with market-leading clients, including Frankfurt-Trust Asset Management, Grosvenor and SEB, to help improve their customer-facing capabilities and spur growth, while reducing total cost of ownership.

Accenture and Avanade CRM for Insurance helps insurance organizations identify high-value clients, deliver consistent service throughout the customer lifecycle and target additional opportunities that customers truly value. The solution enables insurance carriers, agents and brokers to manage sales and access information from several departments in one familiar system, ultimately increasing sales by promoting selected products to target customers.

Accenture and Avanade CRM for Wealth Management furnishes financial management firms with a practical, flexible, and integrated solution to build financial portfolios, grow their business by quickly identifying products that match customer needs, and improve the overall customer experience.

With a complete view of the client, including up-to-date histories, financial advisors gain the information they need to spot opportunities quickly, match products to customer needs and increase customer satisfaction.

To learn more about our Microsoft Dynamics CRM offerings, visit



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